← All themes Artificial Intelligence

Chinese AI

Chinese AI covers the model developers, chip designers, and platforms building an artificial intelligence stack largely independent of Western suppliers. Export controls have made domestic substitution a central part of the investment case.

14 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
251	PGCM Prescott Group Capital Management Tulsa, Oklahoma	$568K	+$553K	1	0.13%	New
252	IA Icon Advisers Greenwood Village, Colorado	$533K	+$519K	1	0.04%	New
253	CI Constellation Investments Montgomery, Ohio	$527K	+$514K	1	0.18%	New
254	Shelton Capital Management Denver, Colorado	$527K	+$514K	1	0.1%	New
255	LCP Legacy Capital Partners Milwaukee, Wisconsin	$514K	+$500K	1	0.39%	New
256	Wolverine Asset Management Chicago, Illinois	$491K	+$479K	1	0.01%	New
257	QC QCM Cayman Houston, Texas	$489K	+$477K	1	0.37%	New
258	GHC GETCO Holding Company Chicago, Illinois	$478K	+$465K	1	0.08%	New
259	Baird Milwaukee, Wisconsin	$477K	+$465K	1	0.01%	New
260	Oppenheimer & Co New York	$474K	+$462K	1	0.02%	New
261	HCM Harvey Capital Management Palm Beach, Florida	$473K	+$461K	1	0.29%	New
262	Norinchukin Bank Tokyo, Japan	$473K	+$461K	1	0.01%	New
263	Saturna Capital Bellingham, Washington	$473K	+$461K	1	0.01%	New
264	ACM Avalon Capital Management Port Of Redwood City, California	$464K	+$452K	1	0.46%	New
265	Twin Tree Management Dallas, Texas	$462K	+$450K	1	0.02%	New
266	Mitsubishi UFJ Asset Management Tokyo, Japan	$449K	+$438K	1	0.01%	New
267	Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada	$441K	+$430K	1	0%	New
268	Prudential plc London, England, United Kingdom	$435K	+$424K	1	0%	New
269	FVCM F&V Capital Management Boca Raton, Florida	$430K	+$419K	1	0.41%	New
270	WSA Willow Street Advisors Naples, Florida	$430K	+$419K	1	0.28%	New
271	VFS VSR Financial Services Overland Park, Kansas	$427K	+$416K	1	0.08%	New
272	ACP Ashfield Capital Partners San Francisco, California	$417K	+$406K	1	0.02%	New
273	SBWIC Schaper Benz & Wise Investment Counsel Neenah, Wisconsin	$399K	+$388K	1	0.1%	New
274	NAMP NorthStar Asset Management (Pennsylvania) Blue Bell, Pennsylvania	$393K	+$382K	1	0.17%	New
275	ICAS Investors Capital Advisory Services Lynnfield, Massachusetts	$388K	+$378K	1	0.12%	New